WhyItDropped

S&P 500 · January 8, 1988

Aftershock of Black Monday

-6.77%

single-day change vs previous close

Part of a longer stretch

Back from Black Monday

early in it · 1987-12-04 → 1989-07-26, +50.97% over the whole period

What happened that day?

  • 8 January 1988 — S&P 500 fell 6.77%, three months after Black Monday
  • Immediate trigger was trade data: a bigger-than-expected US deficit, raising fears of a weaker dollar and higher rates
  • But the size of the reaction isn't explained by the data alone
  • Participants who'd watched a fifth of the market vanish in a day three months earlier still carried the fear it could repeat
  • Textbook case of a market staying hypersensitive after a large event
  • Fell 31.75% from peak. That low was never breached again, and the market moved into a rising phase

Sources

Every figure on this page is recomputed from the original daily closing prices and checked against them at build time. The account of what happened is written from the sources listed above.